Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
$536K Buy
2020
Q2
$325K Sell
2020
Q1
$337K Sell
2019
Q4
$405K Sell
2019
Q3
$400K Hold
2019
Q2
$398K Hold
2019
Q1
$395K Hold
2018
Q4
$363K Hold
2018
Q3
$337K Sell
2018
Q2
$341K Buy
2018
Q1
$276K Buy
2017
Q4
$254K Buy